Using DAFs with Roth conversions

Fred outlines how charitable gifts into a DAF can offset taxes from Roth IRA conversions.

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Episode notes

With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener.

To break it all down, we're joined by Fred Kaynor from DAFgiving360. The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.

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